Broadcom, Nvidia Face Risk From China AI Component Ban - Broadcom (NASDAQ:AVGO), Advanced Micro Devices (
What it is about
Who published it, and when
6 reports left out of the cascade - too little in common with the story to place
How it spread - 27 original reports
Wed, 5 August 2026
1 report- benzinga.com17:14
BNP Paribas warns a proposed U.S. ban on Chinese AI components could disrupt Broadcom, Marvell and Nvidia while driving up costs.
Sat, 8 August 2026
1 report- foreignpolicyjournal.com23:45first to report
Broadcom (NASDAQ: AVGO) has established itself as a dominant supplier for hyperscale AI clusters, securing major clients including Anthropic, OpenAI, and Meta.
Tue, 18 August 2026
1 report- fool.com22:55
Broadcom's sales are expected to grow dramatically in 2027.
Fri, 21 August 2026
1 report- yahoo.com17:00
Broadcom just posted 143% AI revenue growth and booked more orders than it shipped, yet the stock slid 13% in a week. Here is whether that selloff opens a window or signals something deeper.
Fri, 28 August 2026
1 report- aol.com13:27
Nvidia and Broadcom both rode the AI infrastructure wave to record quarters, but reading their earnings calls back-to-back exposes two very different bets investors are quietly underwriting. One faces a threat from its own best customers.
Wed, 2 September 2026
7 reports- markets.com16:04
Broadcom stock falls after Q3 earnings as AI chip revenue jumps 221%, while Q4 margin guidance and elevated expectations weigh on AVGO.
- Channel News Asia20:21
- Channel News Asia20:21
- Google News - Top Stories20:22
Broadcom's stock drops 5% as weak guidance overshadows earnings beat CNBC Broadcom’s AI Success Story Gets Complicated WSJ Here’s How Much Traders See Broadcom Stock Moving After Earnings Investopedia Broadcom forecasts quarterly sales below estimates amid rising custom AI chip competition Reuters Broadcom Q3 FY2026 earnings: Record revenue on AI chip demand qz.com
- Google News - Top Stories23:28
Broadcom stock slips as chipmaker's strong results 'not enough to keep investors happy' Yahoo! Finance Canada Broadcom Third-Quarter Profit Soars on Growing Custom Chip Demand WSJ Broadcom’s stock falls despite upbeat earnings, extending a frustrating stretch for investors MarketWatch Broadcom’s Outlook Shows Surging AI Chip Sales Barron's Broadcom Needs Nvidia-Like Earnings to Stop $520 Billion Skid Bloomberg.com
- Google News - Top Stories23:31
Broadcom raises AI chip forecast as Big Tech keeps writing bigger checks Reuters Broadcom Predicts Surge in AI Chip Sales Over Next Two Years Bloomberg.com Broadcom’s stock falls despite upbeat earnings, extending a frustrating stretch for investors MarketWatch Broadcom Inc. Announces Third Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend Yahoo Finance Broadcom slides as weak guidance overshadows Q3 results (AVGO:NASDAQ) Seeking Alpha
- Google News - Top Stories23:34
Broadcom Third-Quarter Profit Soars on Growing Custom Chip Demand WSJ 28 Analysts Share Their Broadcom Stock Forecast Before Q3 Earnings Yahoo Finance Broadcom Predicts Surge in AI Chip Sales Over Next Two Years bloomberg.com What to watch in Broadcom’s upcoming earnings – and why Nvidia is running CNBC Broadcom Q3 FY2026 earnings: Record revenue on AI chip demand qz.com
Thu, 3 September 2026
2 reports- Google News - Top Stories00:01
Broadcom Earnings: AI Chip Sales Tripled. Here’s the $34.8 Billion Number Investors Need to Watch. The Motley Fool Broadcom Sees $230B In AI Revenue By 2028, Driven By 'Geniuses' OpenAI, Anthropic: Analyst Says Some Risks Remain Unresolved Yahoo Finance Broadcom delivers strong earnings view as CEO touts growth with AI labs CNBC Broadcom Slides After AI Chip Forecast Underwhelms Investors bloomberg.com Broadcom Third-Quarter Profit Soars on Growing Custom Chip Demand WSJ
- Google News - Top Stories02:38
Broadcom stock wavers as chipmaker's strong results 'not enough to keep investors happy' Yahoo Finance Broadcom delivers strong earnings view as CEO touts growth with AI labs CNBC Broadcom Predicts Surge in AI Chip Sales Over Next Two Years Bloomberg.com Broadcom Conference Call: AI Revenue to Double Annually for the Next Two Years, Reaching $230 Billion; Custom Chip Performance "Rivals GPUs at Half the Cost" 富途牛牛 Broadcom Still Has Much to Prove WSJ
Sat, 5 September 2026
1 report- fool.com18:45
Both companies are delivering impressive revenue growth.
Wed, 9 September 2026
1 report- aol.com21:28
Custom AI accelerators drove record revenue with $230B AI projection by 2028.
Sun, 13 September 2026
1 report- aol.com17:27
Nvidia and Broadcom both just delivered monster earnings reports.
Fri, 18 September 2026
1 report- fool.com15:15
Broadcom, Meta Platforms, and Microsoft are all trading close to flat for the year.
Mon, 21 September 2026
1 report- aol.com15:30
Broadcom just posted its ninth straight earnings beat while AI revenue exploded triple digits year-over-year, yet the stock has barely moved in 2026. Something has to give, and our model has a strong opinion on which direction.
Sun, 27 September 2026
1 report- fool.com06:43
The chip designer's AI forecast has only risen since the stock peaked in June. Has the sell-off gone too far?
Sat, 3 October 2026
1 report- Google News - Top Stories01:11
3 AI Chip Stocks To Watch After Nvidia Stock Hit A Fresh All Time High Yahoo Finance AI-Fueled Earnings Keep Climbing: 3 Top Stocks With Bullish EPS Revisions Seeking Alpha Don’t Miss These 4 Stocks in the AI Infrastructure Race InvestorPlace Best AI Stocks In October 2026 Simply Wall Street Broadcom, Marvell, and SanDisk Are Quietly Building Toward a Massive Bull Run AOL.com
Fri, 9 October 2026
1 report- fool.com05:37
Google may become a major AI chipmaker, and there are some clear winners from that development.
Thu, 15 October 2026
1 report- fool.com05:38
SK Hynix has surged past Broadcom in total revenue, widening its lead significantly in recent quarters despite Broadcom's steady growth trajectory.
Fri, 16 October 2026
1 report- ibtimes.co.uk08:29
Semiconductor shares have fallen sharply as investors question AI spending returns, while industry executives warn that expensive borrowing and tighter financing could delay infrastructure projects.
Sun, 18 October 2026
1 report- tickerreport.com04:57
Newport Capital Group LLC purchased a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the third quarter, Holdings Channel.com reports. The fund purchased 3,096 shares of the semiconductor manufacturer’s stock, valued at approximately $1,156,000. Broadcom makes up approximately 0.8% of Newport Capital Group LLC’s portfolio, making the stock its 23rd largest […]
Thu, 22 October 2026
2 reports- aol.com15:57
Rivian appears poised to finally turn the corner with its automotive gross profit as R2 production continues to ramp up and add additional shifts.
- aol.com16:00
Broadcom's AI revenue is exploding and Wall Street analysts are nearly unanimous in their bullish stance, yet the stock sits in the red for the year while the S&P 500 surges. Something has to give, and the path to $700 by 2030 is narrower than you might expect.